Your Tax & Benefits Advisor
Rick Ethell
Unlock Hidden Tax Savings & Business Benefits
For small business owners recovering missed tax credits and cash-flow incentives
We find tax credits and benefits you're missing, then work with your CPA to get them properly filed—no risk, no complexity.
Zero Risk. No Upfront Costs. Your CPA Stays in Control.
How It Works
Identify eligibility
We review your business profile to determine which tax credits or employer benefit programs may apply.
Coordinate documentation
Required information is gathered and prepared through established, CPA-reviewable systems.
CPA Reviews & Files
Your CPA remains in full control of all filings and final determinations.
We do not prepare returns or take tax positions.
How This Works in Practice
Recent Engagement
Manufacturing company (120 employees)
R&D tax credit identified, improving cash flow and freeing capital for reinvestment in operations and growth.
Core Programs
I help business owners identify and access programs they didn't know existed. Each program is delivered by established, trusted partners who handle all implementation. You pay nothing to work with me—I earn commissions when you enroll.
Tax Credit Programs
Identification and coordination of legitimate federal tax credits for qualifying businesses, including R&D Tax Credits, Work Opportunity Tax Credit (WOTC), and related incentives. All documentation is prepared for CPA review and filing.
Employer Benefits
Payroll-optimized employee benefit programs designed to reduce employer tax burden while improving employee coverage and retention. Structured to work alongside existing payroll and accounting processes.
Small Business Benefits
Supplemental, non-insurance benefit programs that support employee well-being and access to care, including 24/7 telehealth and related services. Coordinated through established providers based on business eligibility.
Your Guide to Tax Savings & Business Benefits
Most businesses leave thousands or even millions on the table because they don't know what programs are available or how to navigate the process. That's where I come in.
I assess your situation, identify which programs apply to you, and connect you with the right implementation partners. You pay nothing to work with me—I earn commissions from the programs when you enroll. It's a win-win: you save money, I get paid, and the providers get qualified clients.
I explain your options clearly before any commitment
My commission comes from the programs, not your pocket
Your CPA Stays in Control
I work alongside your CPA, not instead of them. My role is to identify opportunities and connect you with trusted implementation partners who provide audit-ready documentation.
We Don't File Returns
All tax filings remain with your CPA. We never prepare or submit tax returns on your behalf.
Audit-Ready Documentation
Implementation partners provide clean, compliant documentation packages your CPA can review and approve.
CPA Final Authority
Your CPA makes all final decisions. We defer to their expertise and professional judgment.
For CPAs: Partner Resources Available
I provide referrals to established implementation partners with proven track records. All work is documented to professional standards, and you maintain complete control over client relationships and filings.
Contact me to discuss partnership opportunities →